Why We’re Different

Genuine, practiced, holistic, and objective.

We take great pride in our integrated approach and, as a client, think you will appreciate and understand what makes us different. No sales pitches, just thoughtful consideration based upon a keen understanding of your personal financial situation and goals ‐ that’s the Boardwalk approach. Our clients enjoy high touch service, fee transparency, and the confidence that they are receiving expert guidance from advisors who value people over products.

PERSONALIZED SERVICE

We are focused on you and your individual needs. After a detailed review of your current financial situation, we develop a customized financial plan based on your needs. We regularly review all areas of your financial situation to ensure that you understand your options as planning opportunities and financial decisions arise. Wealth management is much more than an asset allocation, it’s about helping you and your family achieve your goals. You’ll never be just a number to Boardwalk. We accept new clients selectively to ensure that we can deliver an exceptional experience to every client.

INTEGRATED FINANCIAL PLANNING

We have extensive experience in all areas of wealth management – investment advisory, financial planning, estate, and tax planning. We understand the importance of an integrated plan and enjoy working with our clients’ other expert advisers such as CPAs or tax preparers, estate planning attorneys, and insurance brokers. We frequently find ourselves introducing planning opportunities missed by other wealth managers who focus only on investable assets. Boardwalk’s breadth and depth of expertise helps clients realize the value of an integrated plan.

EXPERT ADVICE

Our advisors have earned the highly regarded CPA, CFP®, and CFA® credentials, demonstrating their experience and commitment to the technical skills needed to deliver expert wealth management advice. We encourage you to learn more about these credentials so you can better understand the importance of engaging a qualified advisor.

INDEPENDENT RIA

As an RIA, Boardwalk Financial Strategies is held to a fiduciary standard of care. The financial services industry is plagued with conflicts of interest, often borne out of the pressure to sell proprietary products or transact a minimum required amount of business each year. In stark contrast, a fiduciary has a legal obligation to put each client’s best interests before his/her own, and that’s exactly what we do.

PERSONALIZED SERVICE

We are focused on you and your individual needs. After a detailed review of your current financial situation, we develop a customized financial plan based on your needs. We regularly review all areas of your financial situation to ensure that you understand your options as planning opportunities and financial decisions arise. Wealth management is much more than an asset allocation, it’s about helping you and your family achieve your goals. You’ll never be just a number to Boardwalk. We accept new clients selectively to ensure that we can deliver an exceptional experience to every client.

INTEGRATED FINANCIAL PLANNING

We have extensive experience in all areas of wealth management – investment advisory, financial planning, estate, and tax planning. We understand the importance of an integrated plan and enjoy working with our clients’ other expert advisers such as CPAs or tax preparers, estate planning attorneys, and insurance brokers. We frequently find ourselves introducing planning opportunities missed by other wealth managers who focus only on investable assets. Boardwalk’s breadth and depth of expertise helps clients realize the value of an integrated plan.

EXPERT ADVICE

Our advisors have earned the highly regarded CPA, CFP®, and CFA® credentials, demonstrating their experience and commitment to the technical skills needed to deliver expert wealth management advice. We encourage you to learn more about these credentials so you can better understand the importance of engaging a qualified advisor.

INDEPENDENT RIA

As an RIA, Boardwalk Financial Strategies is held to a fiduciary standard of care. The financial services industry is plagued with conflicts of interest, often borne out of the pressure to sell proprietary products or transact a minimum required amount of business each year. In stark contrast, a fiduciary has a legal obligation to put each client’s best interests before his/her own, and that’s exactly what we do.